| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.58M (13.82%) | 27.62K Increased by +0.50% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 4.55M (11.27%) | -80.79K Decreased by -1.78% | Dec 31, 25 |
| 3 | T. Rowe Price Investment Management,Inc. | 4.18M (10.36%) | 845.80K Increased by +20.24% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 2.86M (7.08%) | 3.69K Increased by +0.13% | Mar 31, 26 |
| 5 | State Street Corporation | 2.66M (6.59%) | -184.75K Decreased by -6.95% | Mar 31, 24 |
| 6 | State Street Corp | 2.38M (5.90%) | -98.39K Decreased by -4.13% | Dec 31, 25 |
| 7 | AQR Capital Management LLC | 2.23M (5.54%) | 315.48K Increased by +14.12% | Dec 31, 25 |
| 8 | North Reef Capital Management LP | 1.98M (4.92%) | -127.25K Decreased by -6.41% | Jun 30, 25 |
| 9 | AllianceBernstein L.P. | 1.22M (3.02%) | -2.91K Decreased by -0.24% | Dec 31, 25 |
| 10 | Geode Capital Management, LLC | 1.20M (2.97%) | 33.71K Increased by +2.81% | Dec 31, 25 |
| 11 | Morgan Stanley - Brokerage Accounts | 973.00K (2.41%) | -1.09M Decreased by -112.20% | Jun 30, 24 |
| 12 | Bank of New York Mellon Corp | 914.83K (2.27%) | 257.21K Increased by +28.12% | Sep 30, 25 |
| 13 | Neuberger Berman Group LLC | 910.11K (2.26%) | 10.71K Increased by +1.18% | Mar 31, 26 |
| 14 | Barrow Hanley Mewhinney & Strauss LLC | 867.59K (2.15%) | -54.97K Decreased by -6.34% | Mar 31, 26 |
| 15 | Massachusetts Financial Services Company | 734.69K (1.82%) | -112.89K Decreased by -15.37% | Mar 31, 26 |
| 16 | Freestone Grove Partners LP | 713.76K (1.77%) | 221.40K Increased by +31.02% | Jun 30, 25 |
| 17 | Azora Capital LP | 675.83K (1.67%) | -360.78K Decreased by -53.38% | Dec 31, 25 |
| 18 | Granahan Investment Management Inc.. | 605.22K (1.50%) | -19.15K Decreased by -3.16% | Sep 30, 23 |
| 19 | The Goldman Sachs Group Inc | 596.15K (1.48%) | 12.49K Increased by +2.09% | Dec 31, 25 |
| 20 | Wellington Management Company LLP | 591.49K (1.47%) | 14.17K Increased by +2.40% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.49M (3.69%) | -752.00 Decreased by -0.05% | Apr 30, 26 |
| 2 | Vanguard US Total Market Shares ETF | 1.45M (3.59%) | 1.35K Increased by +0.09% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.41M (3.48%) | -44.92K Decreased by -3.19% | Mar 31, 26 |
| 4 | T. Rowe Price Small-Cap Value | 1.08M (2.68%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 5 | iShares Russell 2000 ETF | 1.05M (2.59%) | 8.84K Increased by +0.84% | Apr 30, 26 |
| 6 | Vanguard Small Cap Index | 1.02M (2.53%) | -16.65K Decreased by -1.63% | Mar 31, 26 |
| 7 | Avantis US Small Cap Value ETF | 789.22K (1.96%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 8 | T. Rowe Price U.S. SC Value Eq Tr-D | 701.14K (1.74%) | 19.86K Increased by +2.83% | Mar 31, 26 |
| 9 | T. Rowe Price U.S. SC Value Eq Tr-Z | 688.59K (1.71%) | 35.70K Increased by +5.18% | Mar 31, 25 |
| 10 | Vanguard Small Cap Value Index Inv | 649.06K (1.61%) | -16.66K Decreased by -2.57% | Mar 31, 26 |
| 11 | T. Rowe Price Small-Cap Stock | 626.43K (1.55%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 12 | T. Rowe Price US Small-Cap Core Equity | 626.43K (1.55%) | -946.00 Decreased by -0.15% | Mar 31, 26 |
| 13 | State Street® SPDR® S&PRgnllBkgETF | 625.39K (1.55%) | -5.78K Decreased by -0.92% | Apr 30, 26 |
| 14 | DFA US Small Cap Value I | 619.01K (1.53%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 15 | SPDR® S&P Regional Banking ETF | 579.91K (1.44%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 492.62K (1.22%) | -5.43K Decreased by -1.10% | Mar 31, 26 |
| 17 | Fidelity® Small Cap Index | 461.06K (1.14%) | 12.64K Increased by +2.74% | Oct 31, 23 |
| 18 | Fidelity Small Cap Index | 444.20K (1.10%) | 4.49K Increased by +1.01% | Feb 28, 26 |
| 19 | Invesco Small Cap Value A | 420.20K (1.04%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 20 | AB Discovery Value Advisor | 395.96K (0.98%) | -44.71K Decreased by -11.29% | Apr 30, 24 |